Kara Collacott

• Wholesale broker, in addition to servicing book of business, partnered with Heyl Group at Keller Williams Austin to assist with their non-QM customers' needs
• Specialized in non-QM products, such as bank statement loans, non-warrantable condos, interest-only loans, and home equity lines of credit.

• Supervised and coordinated five distinct listings on the Airbnb platform..
• Communicated with guests, managed expenses, coordinated maintenance, repairs, and the check-in/check-out process.
• Maintained Superhost status for 7 years in a row with 4.94 star overall customer rating

• Assisted current book of business clients, along with realtor and financial advisor referrals, with home purchase, refinance, and home equity needs.
• Specialized in educating first-time homebuyers and single women in navigating the home purchase process
• Shopped from 32 correspondent investors and dozens of wholesale investors for the best product and guideline fit for customers
• Areas of focus included new construction, jumbo, VA, Texas cash out, and conforming loans

Wells Fargo Advisors Private Client Group Mortgage Consultant.

• Assised wealth management and self-sourced clients with home financing needs.
• Partnered with financial advisor teams to take holistic approach in achieving their clients’ financial goals using residential mortgage tools and strategies
• Areas of expertise included complex portfolio financing, impeccable file quality, and out of the box scenarios

• Company Overview: Merrill Lynch Wealth Management Loan Officer
• Serve self-sourced mortgage clients with home financing solutions
• Partner with 30+ Merrill Lynch Financial Advisors to help their wealth management clients achieve their financial goals utilizing mortgage, home equity and securities backed liability solutions
• Merrill Lynch Wealth Management Loan Officer

Home Mortgage Consultant- Wells Fargo Advisors Private Client Group

• Assisted the private clients of Wells Fargo Advisors with their home financing needs, in addition to assisting my own self sourced clients and realtor partner referrals
• Areas of expertise included complex income scenarios, jumbo financing, and educating first-time homebuyers

• Focused on purchase clients, especially educating first time homebuyers, and occasional Spanish speaking clients
• Became very active networking with realtors, become heavily involved with Orange County Association of Realtors Young Professionals Network

• Developed and maintained personal clients through warm and cold prospecting
• Duties involved building and maintaining client relationships, knowledge of financial products, and financial planning